Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Can business owners borrow from their pension?

July 6, 2020
Some products allow clients to lend and borrow from their pension, but strict rules apply. Which products allow it, and what are the risks for your clients? Read more

Coronavirus and the housing market – what does the industry predict for the rest of 2020 and beyond

July 6, 2020
The coronavirus pandemic put a freeze on the housing market. As it reopens, hear what the sector is forecasting, and what that might mean for your clients. Read more

Is pension consolidation right for you?

June 12, 2020
If you have several pension schemes, all held with different providers, you might be considering consolidating them. Is it the right choice for you? Read more

The questions you should ask yourself before opening the Bank of Mum and Dad

June 12, 2020
If your child is looking to get on the property ladder, you’ll want to help financially if you can. But be sure you answer these key questions first. Read more

Meet the team
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What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey